SWM
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SpringVest Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

SpringVest Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Sell
15,034
-156
-1% -$12.1K 0.78% 25
2026
Q1 		$1.08M Sell
15,190
-285
-2% -$20.9K 0.74% 24
2025
Q4 		$1.08M Buy
15,475
+1,072
+7% +$73.9K 0.75% 21
2025
Q3 		$986K Sell
14,403
-32
-0.2% -$2.14K 0.73% 23
2025
Q2 		$920K Sell
14,435
-3,434
-19% -$206K 0.74% 22
2025
Q1 		$1.07M Sell
17,869
-648
-3% -$41.7K 0.89% 21
2024
Q4 		$1.21M Buy
+18,517
New +$1.24M 1.03% 19

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SpringVest Wealth Management's DFAS Position: Q2 2026 in Review

SpringVest Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1% in Q2 2026, selling an estimated $12.1K and leaving 15,034 shares worth $1.24M. The position accounts for 0.78% of the portfolio, ranked #25.

SpringVest Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • SpringVest Wealth Management held 15,034 shares of Dimensional US Small Cap ETF worth $1.24M as of Q2 2026.
  • SpringVest Wealth Management sold 156 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $12.1K.
  • Dimensional US Small Cap ETF made up 0.78% of SpringVest Wealth Management's portfolio in Q2 2026, its #25 holding.
  • SpringVest Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.